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Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 203 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

203 advisors

Unlock all 203
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Justin D. AnisimowBroomfield, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
2Evan T. AnkenbruckLittleton, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2012
3Matteo BakerDenver, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2026
4Zuzana J. BalzerovaLongmont, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
5Miranda BarberColorado Springs, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
6Harley C. BarnesDenver, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2016
7Dylan BarreraBoulder, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2021
8Maureen E. BartlettDenver, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2008
9James BassDenver, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
10Caroline BaumgartDenver, COJ.P. Morgan Securities LLCAdviser and broker–Atlas2004

193 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.